Leo Quick Location
- Mendota, IL, US
Leo Quick Work
- 2016 - now Financial Professional @
- 2016 - 2022 District Coordinator @ 21st Century Financial Services
- 2016 - 2022 Financial Representative @
- 2013 - 2016 Financial Advisor @
- 2009 - 2013 Financial Advisor @
- 2008 - 2009 Financial Representative @ U.S. Bancorp Investments & Insurance
- 2004 - 2008 Financial Planner @
- 2002 - 2004 Branch Manager and Insurance Producer @ Union Financial Services & Trust Company
- 2001 - 2002 Risk Management Consultant @ FoQused Consulting
- 1997 - 2001 Insurance Producer @ Tropp & Company, Inc.
- 1974 - 1997 Owner and Insurance Producer @ The Pohl Agency, Inc.
- 1973 - 1974 Policyholder Service Supervisor @
- 1970 - 1973 Field Claims Representative @
Leo Quick Education
- University of Illinois Urbana-Champaign
Bachelors Science (Marketing/Business Admin)
1966 - 1970 - Assumption High School
High School Diploma (General)
1962 - 1966
Leo Quick Skills
- Microsoft Excel
- Microsoft Word
- Risk Management
- Strategic Financial Planning
- Retirement Planning
- Long Term Care Insurance
- Life Insurance
- Annuity Sales
- Mutual Funds
- Managed Security Services
- Fixed Annuities
- Legal Liability
- Disability Insurance
- Universal Life
- Health Insurance
- Whole Life
- Long-term Care
- Financial Services
- Commercial Insurance
- Asset Allocation
- Insurance
- IRAs
- Estate Planning
- Retirement
- Portfolio Management
- Finance
- Term Life Insurance
- Financial Risk
- Personal Financial Planning
- Financial Analysis
- Financial Goals
- Financial Planning
- Income Protection
- Key Person Insurance
- Permanent Life Insurance
- Retirement Savings
- Wealth Accumulation
- Claims Handling
- Sales
- Brokerage
- Internal And External
- Facilitation
- Organizational Structure
- Management
- Msn
- Design
- Revenue
- Science
- Security
- CRM
- Plan Implementation
- CPCU
- Auditing
- Safety Programs
- Public Speaking
- System
- Mass
- Strategies
- Long Term Care
- Professional Designations
- Contract Negotiation
- Commercial Clients
- Transitions
- Lutcf
- System Monitoring
- Board of Directors
- Analysis
- Advertising Agency
- C
- CIC
- Group Settings
- Business Development
- Communication
- Self Starting
- Marketing
- Change Management
- High Energy
- Delivers
- Losses
- Presentations
- Horizon
- Responsibility
- Customer Experience
- Long Term Customer Relationships
- Account Management
- Branches
- Investments
- Variable Annuities
- Insurance Brokerage
- Team Oriented
- Business Planning
- Relationship Building
- Knowledge Base
- Sandler
- Program Development
- Staff Development
- Risk
- Tolerance
- Commercial Lines
- Series 7
Leo Quick Summary
- Leo Quick, based in Mendota, IL, US, is currently a Financial Professional at Sole Proprietor. Leo Quick brings experience from previous roles at 21st Century Financial Services, Afortus Financial Services, Waddell & Reed and MassMutual Financial Group. Leo Quick holds a 1966 - 1970 Bachelors Science in Marketing/Business Admin @ University of Illinois Urbana-Champaign. With a robust skill set that includes Microsoft Excel, Microsoft Word, Risk Management, Strategic Financial Planning, Retirement Planning and more. Leo Quick has 3 emails and 1 mobile phone numbers on RocketReach.
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